Own the end‑to‑end portfolio of AI‑enabled home office workflows, setting strategy and priorities based on volume, cycle time, rework drivers, operational risk, and measurable business impact.
Partner with operations and supervision leaders to maintain a focused, outcome‑driven roadmap that delivers meaningful improvements each quarter.
Shadow frontline work, review real cases, and map where submissions stall, return, or bounce across queues.
Define and enforce intake standards that clearly specify required data, acceptable evidence, decision rules, and known edge cases, ensuring submissions are complete, reviewable, and automation‑ready from the start.
Design human‑centered, AI‑assisted workflows that improve the experience for advisors, investors, and home office associates while preserving accountability, explainability, and regulatory defensibility.
Collaborate with supervision, risk, legal, and compliance partners to translate policy and regulatory expectations into buildable workflow logic, evidence capture, and governance controls.

Bachelor’s degree in a related field or equivalent practical experience.
5+ years of experience in product ownership or product management delivering workflow tools, automation, or operational platforms.
5+ years experience shipping changes that reduced manual touches, cycle time, rework, or operational risk.
5+ years experience partnering with engineering teams in an agile environment, including backlog management and iterative delivery.
5+ years strong written and verbal communication skills that translate operational needs into buildable requirements.

AVP, Home Office AI Product Owner

Key skills